Research
Jun 2026
... forecast to reach $1.56 trillion in 2026, growing 92.2% year over year, driven by persistent strong demand for memory, AI accelerators and networking semiconductors. Memory revenue will exceed $830 billion in 2026, making it the largest semiconductor category and accounting for more than half of total semiconductor ...
Analyst(s):
Guy Robertson
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Kartikay Gulani
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Menglin Cao
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Jon Erensen
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Roger Sheng
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Jainendra Singh
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Warren Peng
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Joseph Unsworth
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Ben Lee
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Shrish Pant
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Yashika Goyal
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Masatsune Yamaji